# Matthew Showley

> Matthew Showley is a fee-only financial advisor at Creative Capital Management Investments LLC in San Diego, California, who holds the CFP, MBA and BFA credentials. Matthew charges a percentage of assets and hourly fees (1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and sustainable & impact investing.

Page: https://find.wellspent.co/advisors/matthew-showley/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Creative Capital Management Investments LLC
- **Based in:** San Diego, California
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $780.4M across 1,198 accounts
- **Credentials:** CFP, MBA, BFA, CeFT, CPA
- **Specialties:** Retirement planning, Estate & legacy planning, Sustainable & impact investing, Small business owners, Founders (pre-exit), Equity compensation
- **Works with:** Founders, Executives, Pre-retirees, Retirees, Mid-life transitions, Tech employees
- **CRD:** 6307535 (https://adviserinfo.sec.gov/individual/summary/6307535)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://myccmi.com

## Frequently asked questions

### Is Matthew Showley a fee-only financial advisor?

Yes. Matthew Showley is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.

### How does Matthew charge for financial advice?

Matthew charges a percentage of assets and hourly fees.

### How much does Matthew charge?

According to Creative Capital Management Investments LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Where is Matthew Showley based?

Matthew Showley is based in San Diego, California.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, estate & legacy planning, sustainable & impact investing, small business owners, founders (pre-exit) and equity compensation. Matthew works with founders, executives, pre-retirees, retirees and mid-life transitions.

### What credentials does Matthew Showley hold?

Matthew Showley holds the CFP, MBA, BFA, CeFT and CPA credentials.

### Is Matthew Showley registered with the SEC?

Yes. Matthew Showley is registered as an investment adviser representative in CA and TX (CRD 6307535), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Creative Capital Management Investments LLC manage?

Creative Capital Management Investments LLC reports $780.4M across 1,198 accounts in assets under management.

### How do I contact Matthew Showley?

Through Matthew's website, myccmi.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3846): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://myccmi.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.